Michael and his team take a holistic approach to the wealth management needs of our clients, based on an exhaustive discovery of their assets, objectives and time horizon.
Our aim is to ensure that decisions made about investments, retirement, insurance and estate planning are aligned in such a way that our clients are positioned to realize all their financial goals - immediate, medium and long-term. Michael then designs and implements investment strategies and solutions to ensure that clients have a high degree of probability of reaching these goals.
Michael believes in a systematic, scientific, unsentimental approach to investing. His objective is to deliver exceptional investment fund performance while protecting capital, building assets, and rigorously managing risk.
Creating robust and imaginative tax-efficiencies is just one of Michael's specialties, structuring those efficiencies into a custom-tailored strategic financial plan designed specifically for each client he advises.
Building and protecting wealth is fundamental to Michael's approach, one he applies with equal rigor to the individuals, families and business owners whose financial interests he manages.
Michael is particularly adept at helping his clients handle transitional periods in their lives - retirement planning, business succession and sale, and inter-generational wealth transfer being just three of many examples.
Married for 16 years with two young sons, Michael's interests -in which he coaches his sons - include golf, soccer, ball hockey, chess and Sudoku.